Keep a Budget

Balance Forecast

Reconcile Statements

Reconcile with your banking statements to make sure every transaction is accounted for, and to prevent account fraud and bank errors.

Mobile App

Use Moneyspire from your computer, tablet or phone. Stay on top of your finances anywhere with the mobile personal finance software.

Easily Import & Export Data

Supports OFX, QFX, QIF and CSV file format imports (from your bank and other financial apps), and exporting to spreadsheet and QIF file format, so you don't have to enter data manually.

Optional Online Banking Functionality

Optionally Direct Connect to your bank and automatically download transactions and pay bills. If your bank does not support the Direct Connect protocol, we have an additional service called Moneyspire Connect. (Please note: If your bank does not support Direct Connect or Moneyspire Connect, you can still import transactions via OFX, QFX, QIF and CSV files, or enter your transactions manually if you want.)
Supported Banks for Direct ConnectSupported Banks for Moneyspire Connect

Customizable Categories and Tags

Investment Account Support

Supports investment accounts, including downloading of stock quotes and tracking investment actions like buy, sell, etc. and other investment-related tasks.

Check Printing

Supports check printing on blank check stock, including a calibration tool allowing for easy calibration for different check types.

Multiple Currency Support

Supports all world currencies, including transfers between accounts with different currencies. Also supports downloading of current exchange rates.

Optional Cloud Support

You can optionally store your data in the cloud & work on your finances anywhere.

Safe & Secure

Your financial data is stored encrypted on your hard drive and is never transmitted.

Compatible with Both Mac and Windows

You can use the software both on Mac and Windows, and even share data between both versions (great for people who use multiple operating systems).

Use on All the Computers in Your Household

For personal use, you can use the software on all of the computers in your household with just one license!

We Don't Force You into a Subscription or Upgrade

Other companies force you into a subscription or force you to upgrade your software, or else they disable features. Moneyspire will never force you into a subscription or upgrade, and does not disable your features!

We Don't Force You to Put Your Data Online

Other companies force you to put your data online. With Moneyspire you have the choice to keep your data local on your computer if you want to.

Best Customer Service

We take pride in providing some of the best customer service in the industry! We answer emails promptly, provide support over the phone, and are very responsive to customer feedback.

What's New for 2018:

Improved user interface that is more attractive and easier to read

Added new Tags feature for enhanced transaction categorization and reporting

Added new Monthly Comparison report to report category amounts over multiple months in a spreadsheet-like view

Mac app is now a 64-bit optimized application for better performance

Can now drag and drop import files into application window for quicker importing

Can now search for payee text in Find window rather than having to match payee exactly

Balance forecast now includes a chart

Balance forecast now includes uncleared transactions

Can now print Budget screen

Can now copy budget to spreadsheet

Reminders list is now included when printing the Reminders calendar

Direct Connect and Moneyspire Connect import windows are now unified for quicker importing